With the right tools, passing wealth to future generations can be a simple and efficient process. You can ensure that the hard-earned fruits of your success will nurture your loved ones for generations to come. Vision is a participating insurance plan that provides stable monthly income and allows you to plan for a simple and effective legacy succession.


Client Offer:

From now until June 30, 2019, you may enjoy an one-off premium rebate up to HKD15,000 as listed in the table below according to the Annualized First Year Premium (AFYP) as stated in the policy summary at policy issuance upon successful application of Vision and pay all future premium. Please see below table for details:

AFYP

(as stated in the policy summary at policy issuance)
One-off Premium Rebate
USD13,000 – USD25,999 HKD5,000
USD26,000 – USD38,999 HKD10,000
USD39,000 or above HKD15,000

The above offer is subject to terms and conditions, please refer to the promotion leaflet for details.


Highlights:

  1. Pass your wealth to future generations with the flexibility to change the insured to your loved one without extra fees as many times you want1
  2. Pay premiums for just 2 years and get the Monthly Coupons starting from the beginning of the 2nd policy year
  3. Protect your wealth and enjoy extra wealth 
  4. Worry-free application process without medical underwriting2


Remarks:

  1. The new insured must have insurable interest with the existing policy owner at the time of change. The change of insured is subject to the then current administrative rules, underwriting rules, any other requirements, and the approval of Sun Life Hong Kong Limited.
  2. Simplified underwriting will be required if the total Guaranteed Saving Amount per insured’s life is more than USD2,000,000. The application process is subject to the then current administrative rules.

The above information is a product summary only, please contact your Advisor for details. Please refer to the product brochure and sample Policy Document for details including definitions and full terms and conditions including key product risks. If there is any conflict between the Policy Document and this product summary, the Policy Document shall prevail.


Download product brochure of Vision.
View bonus philosophy.


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